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Wisdomtree Tr shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (NTSE) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 39k 31.29
2024-06-30 $729k 24k 30.67

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View all positions for Accurate Wealth Management

Top funds holding Wisdomtree Tr

Resources Investment Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
Accurate Wealth Management
Halbert Hargrove Global Advisors
LPL Financial
Townsquare Capital
Drive Wealth Management
Citadel Advisors
Commonwealth Equity Services
Old Mission Capital
AQR Capital Management
Fermata Advisors
Advisor Group Holdings
Cardiff Park Advisors

View all funds holding Wisdomtree Tr